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Trailhead · User Journeys

Guides & Assignments

How Trailhead keeps a trusted list of people in Guides and turns it into guide-and-assistant teams for client work — from person profiles and readiness to assignment, visibility, and change.

Scenario map

Follow the operating track, open a scenario, and see where responsibility changes hands.

2 tracks12 scenarios

WF

People

The path from a person profile in the Guides list to a visible, maintained readiness decision.

Primary path

WF-01Available
Add A Person To The Guides List
A new field worker needs a trusted person profile before invitation, readiness, or assignment can begin.
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WF-02Available
Invite A Person
A person on the Guides list is ready to receive mobile access without creating a duplicate identity.
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WF-03Available
Complete Mobile Onboarding
An invited guide can sign in, but still needs to complete the profile used for field work.
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WF-04Available
Review Person Readiness
Management needs a clear ready-or-blocked decision before using a person in staffing.
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WF-05Available
Maintain Professional Documents
Professional evidence changes over time and gaps must remain visible before upcoming work.
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Shared operating concept

Role Eligibility Versus Assignment

A person may be eligible for multiple roles, but every assignment gives them one explicit role.